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Seeds Investor’s Principal Financial Group PFG Stock Holding History

Seeds Investor’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Buy
8,157
+796
+11% +$80.8K 0.09% 157
2026
Q1 		$693K Buy
7,361
+3,310
+82% +$303K 0.09% 161
2025
Q4 		$357K Buy
4,051
+900
+29% +$76K 0.07% 165
2025
Q3 		$261K Buy
3,151
+59
+2% +$4.72K 0.06% 198
2025
Q2 		$246K Sell
3,092
-1,135
-27% -$87.1K 0.06% 204
2025
Q1 		$357K Buy
4,227
+931
+28% +$77.4K 0.1% 149
2024
Q4 		$255K Sell
3,296
-386
-10% -$32.5K 0.07% 209
2024
Q3 		$316K Sell
3,682
-296
-7% -$23.9K 0.12% 159
2024
Q2 		$312K Buy
3,978
+1,126
+39% +$91.4K 0.16% 132
2024
Q1 		$246K Buy
+2,852
New +$229K 0.23% 127

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Seeds Investor's PFG Position: Q2 2026 in Review

Seeds Investor increased its Principal Financial Group (PFG) stake by 11% in Q2 2026, buying an estimated $80.8K and bringing the position to 8,157 shares worth $879K. The position accounts for 0.09% of the portfolio, ranked #157.

Seeds Investor first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Seeds Investor held 8,157 shares of Principal Financial Group worth $879K as of Q2 2026.
  • Seeds Investor bought 796 Principal Financial Group shares in Q2 2026, an estimated $80.8K.
  • Principal Financial Group made up 0.09% of Seeds Investor's portfolio in Q2 2026, its #157 holding.
  • Seeds Investor first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.